Stay Wealthy Retirement Podcast

Alternative Investments: Should You Invest in Them? Mar 01, 2023

Show notes

Today I'm talking about alternative investments.

An "alternative" is an asset that doesn't fall into one of the three traditional investment categories (stocks, bonds, and cash).

For example, private equity, venture capital, and managed futures.

These complex strategies often claim to reduce risk + deliver "uncorrelated" returns.

But do they live up to the hype?

Do they provide compelling risk-adjusted returns?

Should retirement savers include alternative investments in their portfolio?

I'm answering those questions (and more) in this episode.

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January Inflation: Why Prices Are Rising Again Feb 15, 2023

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Today I'm addressing the January inflation report.

In fact, contrary to expectations, inflation increased last month.

Specifically, the Consumer Price Index (CPI) jumped 0.5% after increasing by only 0.1% in December.

Why are prices increasing again?
Was the report positive or negative?
What does this mean for the long-term inflation trend?

I'm answering these questions + we have a special guest that drops by to share his thoughts.

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As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

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How to Invest for Retirement in an Uncertain Market Feb 08, 2023

Show notes

Today I'm talking about investing and planning for retirement during uncertain times.

In fact, I was recently invited to discuss this topic with Caleb Silver, Editor-in-Chief at Investopedia.

Caleb hosts the Investopedia Express Podcast and has had conversations with everyone from Ray Dalio & Liz-Ann Sonders to Eli Manning & David Rubenstein.

Needless to say, it was an honor to be on his show and share:

How to build a plan for your cash and why it's so important
What mistakes investors should watch out for in today's choppy markets
How to create a tax-efficient withdrawal strategy in retirement

I also shared my "hottest" 2023 investing take, my favorite financial term, and what the future of financial planning looks like.

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

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EPISODE RESOURCES:

Click to Learn more about our FREE Retirement & Tax Analysis.

Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions Feb 02, 2023

Show notes

Today I'm wrapping up our series on Financial Advisors by answering five common questions.

Questions such as:

How important are professional designations like CFP or CFA?
What is the process for firing a financial advisor?
Will I incur fees and taxes when transferring investment accounts to another financial institution?

I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.

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Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor Jan 25, 2023

Show notes

Today I'm tackling part four of our series on financial advisors.

Specifically, I'm covering three BIG things:

What is a fiduciary financial advisor (and should investors work with one)
How are 'fee-only' advisors different from 'fee-based'
Where can retirement savers search for a financial advisor based on their needs

If you want to understand some of the most misunderstood financial terms + learn how to find a qualified advisor, today's episode is for you.

NEED TAX + RETIREMENT PLANNING HELP?

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Our Free Retirement Assessment™ will help you evaluate our firm and others you might be considering.

👉 Learn more here!

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Financial Advisors (Part 3): What Fees Do Financial Advisors Charge Jan 18, 2023

Show notes

Today I'm sharing the different ways financial advisors charge for their services.

In fact, there are FOUR main fee structures you might come across when interviewing advisors...

...and each one can be a disservice to someone.

In this episode, I'm covering three important things:

What are the four fee structures and their pros & cons
Who is (and isn't) a good fit for each service model
How much do financial advisors typically charge for their services

I'm also sharing how retirement savers might think about measuring the value of financial advice.

If you're ready for a deep dive into financial advisor fees, you're going to enjoy today's episode.

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Financial Advisors (Part 2): The 5 Different Types of Advisors Dec 15, 2022

Show notes

Want to support my upcoming book and help improve financial literacy?

To encourage your support, I'm running a "buy one, give one" campaign.

Here's how it works:

Pre-order a copy of More Than Money (Kindle or physical copy) before Dec 31.
Email a screenshot of your order to book@youstaywealthy.com.
I will personally match your order and send you a second copy to gift to someone in your life.

All net proceeds from the book are being donated to non-profit organizations dedicated to improving financial literacy and access to advice.

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Today I'm tackling part two of our series on Financial Advisors.

Specifically, I'm breaking down the 5 different types of advisors (and who might be a good fit for each type).

I'm also sharing some thoughts on paying for financial advice and measuring the value you receive.

If you're ready to continue learning about the world of financial advisors + how to make sense of the different types you can work with, today's episode is for you.

Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

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